West Coast Financial’s Hershey HSY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-45,833
| Closed | -$8.79M | – | 171 |
|
2024
Q3 | $8.79M | Buy |
45,833
+698
| +2% | +$134K | 0.97% | 33 |
|
2024
Q2 | $8.3M | Sell |
45,135
-1,667
| -4% | -$306K | 0.98% | 31 |
|
2024
Q1 | $9.1M | Buy |
46,802
+424
| +0.9% | +$82.5K | 1.1% | 28 |
|
2023
Q4 | $8.65M | Buy |
46,378
+4,493
| +11% | +$838K | 1.13% | 27 |
|
2023
Q3 | $8.38M | Buy |
41,885
+40,108
| +2,257% | +$8.02M | 1.25% | 23 |
|
2023
Q2 | $444K | Sell |
1,777
-198
| -10% | -$49.4K | 0.06% | 101 |
|
2023
Q1 | $503K | Buy |
1,975
+1
| +0.1% | +$254 | 0.08% | 90 |
|
2022
Q4 | $457K | Sell |
1,974
-318
| -14% | -$73.7K | 0.08% | 89 |
|
2022
Q3 | $505K | Buy |
2,292
+103
| +5% | +$22.7K | 0.09% | 83 |
|
2022
Q2 | $471K | Buy |
2,189
+215
| +11% | +$46.3K | 0.08% | 83 |
|
2022
Q1 | $428K | Buy |
1,974
+96
| +5% | +$20.8K | 0.07% | 93 |
|
2021
Q4 | $363K | Buy |
1,878
+223
| +13% | +$43.1K | 0.05% | 104 |
|
2021
Q3 | $280K | Buy |
1,655
+481
| +41% | +$81.4K | 0.05% | 113 |
|
2021
Q2 | $204K | Buy |
+1,174
| New | +$204K | 0.03% | 132 |
|